FP Alpha
@_fpalpha
Where AI meets financial planning.
Enabling advisors to transform client data into comprehensive financial plans.
ID: 1228021653487013888
http://www.fpalpha.com 13-02-2020 18:23:28
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Aaron Klein 🇺🇸
@aaronklein
Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Former CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Bill Winterberg, CFP®️
@billwinterberg
You can find me over on LinkedIn and also on the 🦋 site
Lotay
@lotay
#Blessed & Highly #Favored. Grateful for the #Love of Jesus Christ, Lord & Savior. Philippians 4:13, 2 Corinthians 12:10. Jesus Christ is the Prince of #Peace.
Tyrone V. Ross Jr.
@tr401
CEO and Founder of @TurnqeyLabs • President and Founder @401Financial
ROBERT SOFIA
@robertsofia
CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too
MichaelKitces
@michaelkitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Jimmy Moock
@jimmymoock
managing partner, @StreetCred_PR girl dad, x3
VettaFi
@vetta_fi
VettaFi is a provider of indexing, data & analytics, industry leading conferences, and digital distribution services to ETF issuers and fund managers.
Craig Iskowitz
@craigiskowitz
CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Pulse360 - Scale Your Practice
@pulse360
Automate & streamline your meeting prep and follow-ups. Get back to advising vs. admin work.
Nick
@hopps3
PreciseFP
@precisefp
PreciseFP is an automated data management platform that enables you to gather, store and securely distribute client information online.
AJ Erzen, CEPA®
@aj_erzen
📈Founder & Financial Planner 👨👩👦👦Husband & Father of 3 boys 🎙️Podcast Host of HealthyDadWealthyLife
Christine Benz
@christine_benz
Director of personal finance and retirement planning for Morningstar. Author of the bestselling book "How to Retire." linktr.ee/christine_benz
BOK Financial
@bokfinancial
BOK Financial is a regional financial powerhouse. ©2025 BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender.
Douglas A. Boneparth
@dougboneparth
President at Bone Fide Wealth • CNBC Advisor Council • Memelord • Posts ≠ Financial Advice • The Joint Account: readthejointaccount.com
Jason Lahita
@jasonlahita
Founding Partner, @StreetCred_PR.
Jeff Levine, CPA/PFS, CFP®
@cpaplanner
Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, Kitces.com | Dad x3 + husband | Opinions are my own
cognicor
@cognicor
AI Digital Assistants for Financial Services #AI #VirtualAssistants #conversationalai #fintech #wealthtech #insurtech
Ernie Vorpahl, CFP®
@ernievorpahl
Dad, financial planner, vounteer firefighter, home brewer, capitalist. Still trying to figure out this twitter thingy.
Larry Sprung, CFP®
@lawrence_sprung
What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰 Founder & Wealth Advisor @MitlinFinancial 📝 @ForbesAdvisor Board ❤️ @denisesprung 🏒 Dad
Justin L. Mack
@justinlmack
Reporter for Axios Indianapolis. Formerly @finplan, @indystar @jconline @usatoday network ~ FGC jobber and pro wrestling lover ~ CLE native, Boilermaker4Life
Andres Mazabel
@andresmazabel
Head of Advisor Sales at @trustandwill | Helping advisors have access to a modern Estate Planning platform I Alumni of @SDSU, @JPMorgan, @WellsFargo
Matt Middleton
@mattmiddleton__
CEO/Founder, @FutureProof_HQ; Co-Founder, @TheMintEvent
Robert S. Keebler
@keeblerrobert
CPA/PFS, MST, AEP (Distinguished), educator and consultant to financial advisors, CPAs, and attorneys on wealth transfer planning and taxation.
Colton Etherton, CFP®
@slices_design
Slices.Design Unique websites for financial advisors that help you: Stand out. Tell your story. And grow your business.
Brett Elliott
@brettjelliott
Financial advisor @ Peek Wealth. Ex Sunderland AFC player. Now living in San Diego.
Thomas Kopelman 💵
@tkopelman
Helping 7 figure Entrepreneurs and executives in their 30s-50s build wealth. Co-Founder @AllStwealth . 22/23 Top 100 Advisor by @Investopedia
Shannon Rosic
@shannonrosic
NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYR
Nicolas Cole 🚢👻
@nicolascole77
On a mission to build the world’s leading writing education business. | Co-Founder Premium Ghostwriting Academy, Ship 30 for 30, Typeshare. | Author of 10 books
Jamie Hopkins
@retirementrisks
SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Jirayr Kembikian
@jkembikian
Co-founder @CitrineCapital | Certified Financial Planner™ | Auto & Motorsports enthusiast | 🇦🇲 | Not financial advice
Elizabeth Thorley
@thorleywm
Securities through @CommonwealthFN, member SIPC.org, FINRA.org. Terms of Use bit.ly/1sNVKCs
Jess Bost, CFP®
@lady__bost
Let's Step Forward Together.
Shane Sideris, CFA
@shane_sideris
Financial Planner at Synchronous. Co-founder of Nectarine.
RFG Advisory
@rfgadvisory
Investment advice offered through RFG Advisory, a registered investment advisor and separate entity from Private Client Services.
Brad Frey
@bradfrey2
I’m a passionate person that strives to do better each day. Working in a Fintech company allows me to be challenged everyday. Love my family and golf too!
Erik
@erikpsmit
investor, photographer, nomad, exploring onchain & exploring the 🌎, CIO at @401Financial
fpPathfinder
@fppathfinder
Flowcharts and checklists to help diligent advisors ensure their client is on the right planning path.
Brendan Frazier
@jbrendanfrazier
Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice
Riki Cooke, CFP®
@rikisramblings
🧳 Traveler. Helping millennial travelers find the balance between vacation and vocation via thoughtful sabbatical planning.
Alec Strain
@alec_strain
Director of Business Development at Flourish
Future Proof
@futureproof_hq
Step Into a New Era of Wealth & Investment Management with Future Proof Festival, Future Proof Citywide, and Future Proof Retreat.
Healthpilot
@healthpilotapp
We support online enrollment in Medicare Advantage, Medicare Supplement Insurance & Prescription Drug Plans.
Bento Engine Inc.
@bentoengine
Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Black Mammoth
@blackmammoth_
Our mission is to lead our clients through the complexities of gaining/growing wealth so that they can live their lives to the fullest.
Method Financial
@methodfinancial
Data and payment access to consumer liabilities via a single API. Backed by @emergencecap, @a16z, @samsungnext, @ycombinator
Broc Buckles
@broc_buckles
Co-Founder | BC Brokerage | Insurance for Fee-Only Financial Planners | Fee-only advocate | Scuba Diver | Podcaster | We're making insurance suck less.
VRGL
@vrglwealth
Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management #fintech
Fintech Bot
@dasfintechbot
Hello everyone. I am a fintech bot. 🤖 I retweet #fintech hashtag without 'crypto' related stuff. Follow me to stay in the loop. 💻💸
Diane Rogala
@dianerogala
Director of Client Partnerships @VettaFi │ @ExchangeETF
Benny Ishii, PMP®
@benny_ishii
Made in Japan, born in the USA. RIA in development. 20+ years in the automotive industry. Tweets are definitely not investment advice
Nathan Stevenson
@nathan_stvnsn
Wizardry of the world. Making our dreams reality. Deeper human connections with AI. Founder of ForwardLane. Writer, speaker, creator, lover of community.
Joe Marshall
@joe_a_marshall
Co-founder at Coastal Capital Advisors. Helping tech professionals w/ equity comp feel confident and avoid big mistakes. Tweets ≠ advice
ForwardLane
@forward_lane
#AI #FinTech platform for #wealthmanagers #assetmanagers #commercialbanks. We provide #personalizedinsights #clientprioritization #expertconversation Q & A's.
SurveyCircle | Research for All
@surveycircle
Find survey participants in the world's largest community for mutual support in online research. Made for students, researchers, founders & other curious minds.
Dave Zoller, CFP®- Streamline My Practice
@davezoller_
Growing a multi-7-figure financial advisory firm and sharing everything we’re learning along the way. Tips, tools, and strategies for advisors who want to scale
Samantha Russell 👩🏼💻
@samanthatwenty
Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Tyler Atkinson, CFP®
@atkinsonfinance
Founder | Private Wealth Advisor - Securities offered through LPL Financial Member SIPC sipc.org
Travis Gatzemeier, CFP®
@t_gatzemeier
Outdoorsman | Biz owner | I help entrepreneurs and stock-compensated professionals create financial independence
Trust & Will
@trustandwill
Modern estate planning and probate to help every family leave a legacy. 💙
Sonya Dreizler
@sonyadreizler
Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Daily Research @SurveyCircle
@daily_research
Your daily dose of new online #research on surveycircle.com. Join @SurveyCircle to recruit #survey participants and to support exciting research.
Sovaida Noronha
@sovaidan
Trung Phan
@trungtphan
Write on business with @workweekinc. Building an AI research app (Bearly.AI) and LLM API management platform (Liona.AI)
Anand Sheth / Consistently Deliver Top CX at Scale
@anandsheth2
My goal: Free financial advisors up from ridiculously repetitive time-consuming manual work so they can grow & spend more time with clients.
David DeCelle
@daviddecelle
PENNY PHILLIPS
@thrivosllc
Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American